Formatting Instructions for Cavalry External Hard Drives

Formatting Instructions for Cavalry External Hard Drives
Cavalry PC-Ready Drives come formatted in NTFS and are plug and play for Windows 2000
and newer. Cavalry Mac-Ready Drives come formatted in Mac OS Extended and are plug
and play for Mac OS 9.x and newer. This guide is intended for users whose drive is not in
the correct format, or for users whose drive needs reformatting for other reasons.
*Please note that reformatting a drive will erase any data on the drive. Cavalry Storage is
neither responsible nor liable for any data loss that may occur for any reason.
Go to the page that corresponds to the operating system with which you are
formatting your drive. If your operating system is not listed, or if at any point you need
assistance, please contact our technical support: [email protected].
Page
2
5
11
12
15
16
17
-
Operating System
Windows XP/NT/2000/2003 Server (to NTFS)
Windows Vista
Windows 98SE/ME
Mac OS X (v10.0+) and newer
Mac OS X (v10.0+) and newer (format by partition)
Mac OS 9 and older
Ubuntu Linux
1
Windows XP/NT/2000/2003 Server :: Formatting to NTFS
1) To partition and format the drive, right click on “My Computer” and select manage.
NOTE: You can also click on Start-> then Right-click “My Computer” on the upper right of
the start menu, then left-click on “Manage”. You can also go to Start->Control Panel>Administratitve Tools-> Double-click on “Computer Managemenet”.
2) This will start Microsoft Management Console’s Computer Management. Now select “Disk
Management” under “Storage” in the Management tree selection on the left. The new
volume disk information will appear on the right side. If the drive happens to be
unallocated. If the disk is not initialized it must be done now. Right-click under the “Disk #”
header of the volume, then just select “NEXT” until the disk is initialized.
2
3) Now RIGHT-click anywhere on the unallocated volume(or pre-existing partition).. Then
select “New Partition” in the menu which pops up. This will start the “New Partition” wizard
where you can partition your volume.
4) Follow the wizard. Always choose “Primary partition”. Then select “Next”, until the page
below is reached. In the checkbox select “Perform a quick format”. Then select “Next”.
3
5) Then select “Finish”. Windows will partition and format your volume. This may take
several minutes.
6) Return to the Desktop, and click on “My Computer” the new volume and, drive letter will
be there. Your volume is now partitioned, formatted and ready for use.
4
Windows Vista
1. To get to Windows VISTA disk management, click on “Start”, then right-click on
“Computer”. A pop-up menu will appear; left-click “Manage”. A permission dialog may
appear depending if you have User Access Control enabled. If so, click OK to continue.
2. The Computer Management window will appear. Now left click on the “Disk
Management” header in the tree structure on the left. After doing so, the physical hard
drive and volume information will show on the right. You can see the physical disk
volumes on the lower right pane represented by rectangular bars with rectangle boxes in
front labeled “Disk 0”, “Disk1” etc.
5
3. Determine which listed hard drive is the drive you wish to format. You can usually
determine this by its size in gigabytes. If the “Disk#” is preceded by a picture of a drive
with a red down arrow (as shown below), the drive is un-initialized. Right click on the
“Disk#” rectangle and click on “Initialize Disk” to start the initialization wizard. If your
drive is already initialized (i.e. if there is no red down arrow), skip ahead to step 5.
6
4. After clicking on “Initialize Disk”, the Initialize Disk Wizard will start. When it appears, be
sure to that the disk you wish to initialize is indeed selected by a checkmark.
You also have the choice of the partition type: MBR or GPT. Make your choice according
to the following factors:
Choose MBR if the total capacity of your hard drive is 2 terabytes (2TB) or less
Choose GPT if the total capacity of your hard drive is 2 terabytes (2TB) or greater,
you must choose GPT in order to show a single contiguous volume.
Now click OK to continue.
5. You should return to the Disk Management window. If you wish to delete an existing
volume and repartition and reformat the volume, right-click anywhere on the volume
graph (the one with the black or blue top header), then select “delete partition”. Now
whether you had a partition previously or not, you should see an “unallocated” volume
with a black bar top over a white bar graph. To start the new partition wizard, right click
on the white graph and select “New Simple Volume” as shown.
7
6. The new partition wizard will start. Click “Next” and then click “Next” again. (The 2nd
screen just shows the space to be formatted, which is maximized by default. You can
change the size if you wish to make two or more partitions later). Now pick a drive
letter, or allow it to select the current default drive letter. Then click “Next”.
8
7. On the formatting page, it is recommended to leave the default NTFS file system and the
default allocation unit size. Check “Perform a quick format”. Then click “Next”, and on
the last page click “Finish” to end the wizard.
9
8. You will see the drive volume bar graph show “Formatting …” as it formats. Allow up to 5
minutes for it to finish. When it is finished, it should say “healthy”. Your drive volume is
ready. You can now left-click on the Computer icon on your desktop or in you Start
menu to see your external drive volume. You may right-click the drive’s icon to see its
properties.
You are now ready to use your external drive volume.
10
Windows 98SE/ME
1. Windows ME and earlier versions do not recognize NTFS. The partition must be deleted
and reformatted with FAT32. This is done using FDISK.
2. From the start menu click on run and Type FDISK in the text box. Select [5] “change
current fixed drive”
3. Examine the listings and determine which drive is your primary drive, C: Your primary
drive is usually number 1. It is very important NOT to select your primary drive. Select
the USB drive.
4. Select option 3.
5. Select “delete NONDOS partition.
6. Select 1 to create a DOS partition. Select 1 again for a primary partition.
7. FDISK will perform a drive integrity and verification test. Select [Y] when asked.
8. When FDISK finishes press “Esc” twice to exit FDISK.
9. Reboot the computer. When Windows finishes booting you should be asked format the
new partition. If you are not asked to format the drive, go to “My Computer” and double
click on the external drive icon. Follow the formatting wizard instructions.
11
Mac OS X (10.0+) and above
NOTE: If your external hard drive was formatted to FAT32, MS-DOS, EXT3, or NTFS with
GPT partition type, erasing and formatting may fail to work with the following instructions.
Please see instead the “FAT32 to MAC OSX extended journaled” guide. This is found on our
technical manuals page: http://www.cavalrystorage.com/techmanuals.htm.
1. First plug in the drive and wait for MAC OSX to recognize the drive. If it asks to initialize
the drive go ahead and click “initialize”.
2. If you initialized the drive, disk utility may start immediately. If you need to go to disk
utility manually, go to the top menu “Go” -> “Utilities”. Then double-click the “Disk
Utility” icon.
12
3. In Disk Utility, click on the physical drive header (1), which starts with the number of
GigaBytes available. Then click on the “Erase” tab (2). The disk utility will change to the
erase pane. Make sure “Volume Format” (3) is “MAC OS Extended (journaled)” (4). You
can enter a name for the “Name” field for your new volume. When you’re ready, click
the “Erase” button at the lower right. (5)
A warning dialog box will pop up. Click “Erase” to continue.
13
4. Your volume is now formatted and partitioned in MAC OSX extended (journaled). You
can click on the volume underneath the drive header on the left of the Disk Utility
window. The bottom information should say the correct format type.
Your new drive volume should also appear as an icon on the desktop, which you can
double-click to open.
14
Mac OS X (10.0+) and above :: Formatting by partition
1.
Mac OSX+ will be able to see the partition if the drive is formatted in NTFS.
2.
If you need to reformat in Mac OSX journal format, go to the top menu by selecting
”Go”, “Applications”, “Utilities” and, then click on the “Disk Utility “ program.
3.
The external drive will be listed on the left pane window. Under the drive is the sub
header listing of the partition. Click on the Drive header which lists the drive
capacity.
4.
Click on “Partition” at the top of the window. Under the “Volume Scheme” header
choose on the scroll down menu “1 partition”. The preview partition should show up
as a rectangular graph.
5.
Click on “Options” under the graph. A small window will appear. Choose “default” for
partition type. Then click “ok” to exit.
6.
Now on the right of the graph you can choose your format type. Select “MAC OS
Extended (journaled).”
7.
Now click on the “partition” button on the lower right.
8.
Allow 2 to 5 minutes for the utility to finish formatting the drive. The new
Volume will now appear on the desktop.
9.
If it fails to format, Repeat this process again, but choose “MAC OS Extended” format
type instead of “MAC OS Extended (journaled).”
15
Mac OS 9 and earlier
1.
Mac OS 9 and older versions will not detect a drive formatted in NTFS.
2.
Go to Disk utility. Click on “File” and go to utilities. The external drive will be
listed. If not please email technical support at [email protected].
3.
Highlight the external drive and click on erase. Follow the wizard and its defaults.
4.
It will take around 25 minute to format the drive. The drive will now appear on the
desktop.
16
Ubuntu Linux
If your drive came preformatted for Windows or MAC, you can use this guide to repartition
and reformat for Ubuntu Linux. NOTE: if you have a Windows XP system, you may format a
drive for Linux by using Acronis software (see page 5), and on step 11, select the Ext 3 file
system. The drive will show up formatted on your Linux system when you plug it in. This
process is easier than the process that follows, but requires a separate Windows XP system.
1. When you first start up Ubuntu Linux and turn the external hard drive, it may show
up as an icon on your desktop.
2. Go to terminal shell by clicking on top menu item [Applications] >> [Accessories] >>
[Terminal] to start the shell terminal command prompt window.
17
3. Now at the $ prompt, type: “mount”
Your hard drives (and other devices) currently connected are shown. The external
drive information is usually shown last. Make a note of the device directory. In this
example the external drive’s location is shown as “/dev/sda1”. Please make a note of
this location for the steps that follow.
18
4. Now type at the prompt: “sudo fdisk /dev/sda1”
Notice that you must type “sudo” in front of the linux command to run with root
(administrator) access i.e. “Supervisor DO”. Ubuntu by default does not allow the
first user to have full administrator access.
Also note that “/dev/sda1” may vary depending on the address you saw with
“mount” on the previous step. Type (instead of “/dev/sda1”) whatever directory was
shown, if different from “/dev/sda1”.
Now you can type: “p”
This will show what your current partition table looks like for the external drive. In
this example, Linux does not show it correctly because the drive is currently
Windows NTFS formatted.
19
5. Now type: “o”
This will overwrite with a new MBR (dos) partition type. This will delete any existing
partitions and partition table information currently on the drive.
You can now type: “p”
You will see the current partition type information, which should now be empty.
20
6. To create a new Linux partition. Type: “n”
It will now ask for “Partition number (1-4)”. To indicate we are creating a primary
partition, type: “1”
For the first cylinder to correspond to “default 1”, type: “1”
For “Last cylinder…” type the number shown in “default xxxxx”. In this example Last
cylinder is shown as “default 60800”, so if that’s the number, then type 60800.
You can now type: “p”
You can now see your new partition. Note that it’s shown as “/dev/sda1p1”. The
drive is still at “dev/sda1” (or whatever your original location was). The “p1” at the
end indicate that it’s the first partition.
21
7. Now to finalize all we’ve done in fdisk, type: “w”
This will write the new partition table we’ve configured to the external hard drive.
Fdisk will exit to our bash terminal shell command prompt.
Type: “exit”
This will exit the terminal shell window and go back to the Ubuntu Linux desktop.
8. Now restart Ubuntu Linux. Click on the upper right “power button” icon. Then choose
“Restart”. Ubuntu Linux should automatically restart. Leave the external drive on and
connected.
22
9. When your desktop returns after rebooting, the external drive icon may have
disappeared. That’s fine. Just go back to the terminal shell command prompt window
as shown in step 2. Now to make the Linux ext3 file system on your new partition,
type: “sudo mkfs.ext3 /dev/sda1”
Again, if your drive was listed differently than “/dev/sda1” then type that location
instead. You may also have to enter your administrative password.
23
10. mkfs will now format your partition. Please wait at least 10 to 20 minutes depending
on the size of your external hard drive.
11. After mkfs is done, exit the terminal shell command prompt window by typing: “exit”
24
12. Restart Ubuntu Linux again and it should mount your external hard drive (also
creating a mount point for it) and create a desktop icon for your external hard drive.
13. At this point, you need to allow yourself permission to the mount point. Start the
terminal shell command prompt again.
Type: “mount”
You will see the current mount point. In this case it is “/media/disk”.
25
14. Make a note of what Ubuntu Linux locates as your drive’s mount point. In this case it
is “/media/disk”. Now to open permissions so your account can fully access the drive.
Type: “sudo chmod 777 /media/disk”
Like before, if your mount point listed was not “/media/disk”, type your location
instead of “/media/disk”.
To see your current permissions of your drive at it’s mount point, type: “cd /media”
This will change to the /media directory
Then type: “ls –l”
This will show the list of objects in the current directory with permissions shown.
As you can see here, /media/disk now has open permissions for all.
Now the drive is ready. You can exit from the terminal shell prompt window and select the
icon of the external drive and use it normally. If you would like to change your drive name,
proceed to the next step.
26
15. If you wish to change the volume name of your external drive from the default name
assigned by Ubuntu Linux, you need to do the following:
Go back to the terminal shell command prompt window.
Type: “mount”
This will show the location of your physical drive. (note: this is NOT the mount point
directory. In this example the location is “/dev/sda1”, not “/media/disk” )
Then type: “sudo apt-get install e2fsprogs”
This will install a utility command to change the volume name of a drive.
Then type: “sudo e2label /dev/sda1 “your label””
Where “/dev/sda1” should be replaced by your drive location if it is different from
“/dev/sda1”.
And where “your label” can be any name you want within the quotation marks “”.
In the example shown below we chose the name “USB drive” to show the volume
name as: USB drive.
Now restart your computer one last time.
27
16. You can now access your external drive by double-clicking on it’s drive icon on the
desktop. The drive window is shown. For example, below is shown the result of
dragging and dropping a file folder into the drive window, copying the folder to the
new external drive volume. The “lost and found” folder is a system folder recycle bin
similar to Windows XP’s recycle bin.
17. You can also access the drive from the Computer selection from the Ubuntu Linux
main menu. Go to top menu [Places] >> [Computer]
28
18. In the “Computer” window, you can see the properties of your external hard drive.
Right click on the external drive icon (1). Then left-click on [Properties] (2). In the
“USB Drive Properties” window, you can select the [Drive] tab (3) to see the serial
number of the internal hard drive as well as other information.
19. To see information about the external hard drive’s capacity, mount point, and file
format type, click on the [Volume] tab.
29